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who we are

Our Team

Financial services for individuals

Michael Pompian, CFA, CAIA, CFP

Founder, Chief Investment Officer
Financial services for individuals

Jack Dwyer, CFA

President
Financial services for individuals

Douglas A. Nelson

Managing Director and Private Wealth Advisor
Financial services for individuals

Lee Boudouris

Senior Associate
Financial services for individuals

Jocelyn Hillis

Senior Associate
Financial services for individuals

Corey Wangler

Investment Advisor
Financial services for individuals

Sam Caspersen

Trust & Estate Advisor

Financial services for individuals

Lisa Green

Investment advisor
Financial services for individuals

Angela Pompian

VP Operations, Investment Advisor
Financial services for individuals

Kristine Bailey

Senior Registered Client Associate